Trainee Financial Adviser

Capitol-Invest - Société Immobilière de la région de Bruxelles; Ipswich; On-site; GBP 27,000 - 30,000; Full time

Job summary

A leading financial advisory company is offering a Trainee Financial Adviser position in Ipswich. This full-time role focuses on developing future advisers through support in the advice process, professional qualifications, and mentorship. The ideal candidate will demonstrate a commitment to a long-term career in financial advice and possess strong communication and organizational skills.

Benefits

Starting at £27,000 - £30,000 with increases up to £40,000+

28 days paid holiday per annum

Free onsite parking

Direct mentoring from an experienced adviser

Full financial support for professional qualifications

Qualifications

• Long-term commitment to a career in financial advice.
• Strong work ethic and willingness to learn from basics.
• Excellent communication skills, both written and verbal.

Responsibilities

• Supporting the advice process through administration and paraplanning tasks.
• Gathering and analyzing client data, preparing reports under supervision.
• Attending meetings and managing client documentation.

Skills

Communication

Attention to detail

Work ethic

Proficiency with Microsoft Office

CRM systems

Cashflow modelling tools

Education

Degree (advantageous but not essential)

Job description

Trainee Financial Adviser

Spider is advertising a rare position for someone to build a long-term career in financial advice! If you are willing to learn from the ground up with a view to becoming a trusted Financial Adviser, this could be your next opportunity!

This is a full-time, permanent position based initially in Ipswich, Suffolk.

About The Company

Based in Ipswich, Suffolk with over 27 years of experience, they pride themselves on delivering exceptional financial services to private individuals and small to medium-sized businesses. They take a comprehensive approach to financial planning, ensuring clients achieve their immediate goals and are prepared for a sustainable and prosperous future.

Fantastic Benefits On Offer

• Competitive salary: Starting at £27,000 - £30,000 with milestone increments up to £40,000+ bonuses after 3 years (study support included)
• 28 days paid holiday per annum (including Bank Holidays)
• Free onsite parking
• Service- and air-conditioned office
• Direct mentoring from an experienced adviser
• Full financial support for professional qualifications (including exam fees, materials, and study time)

About The Role

This Trainee Financial Adviser role offers a long-term opportunity to grow into a key member of the business. You will work in a supportive environment focused on high standards, client care, and career development. Your responsibilities include supporting the advice process through administration and paraplanning tasks, studying towards professional qualifications, shadowing client meetings, and learning how to deliver financial advice.

Key Responsibilities

• Client & admin support: Handling day-to-day client service, processing new business, managing documentation, and liaising with providers.
• Paraplanning & technical assistance: Gathering and analyzing client data, researching products, and preparing reports under supervision.
• Client engagement & meeting support: Attending meetings, preparing packs, taking notes, and managing follow-ups.
• Professional development: Working towards your Diploma in Regulated Financial Planning with full study support, aiming for qualification within 24 months.
• Progression to adviser role: Transitioning to managing client review meetings and developing new client relationships post-CAS.

What They Are Looking For

• Long-term commitment to a career in financial advice
• Strong work ethic, attention to detail, and willingness to start with the basics
• Excellent communication skills, both written and verbal
• Proficiency with Microsoft Office, CRM systems, and cashflow modelling tools
• A degree is advantageous but not essential

If you're ready to start a fulfilling career in financial advice, please apply by sending your up-to-date CV as soon as possible. We look forward to hearing from you.

If you require reasonable adjustments, such as access or information in an alternative format, please inform us early so we can accommodate your needs.

Please check your email inbox and spam/junk folders for correspondence regarding this role.

Additional keywords: Financial Planning, Trainee Financial Adviser, Ipswich Jobs, Financial Services, Paraplanning, Financial Advice

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